Institute for Wealth Management, LLC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 106 filers reported holding VANGUARD WORLD FDS in Q3 2014. The put-call ratio across all filers is 0.26 and the average weighting 0.2%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$531,685
-3.6%
2,727
+1.6%
0.10%
+3.2%
Q2 2023$551,794
+8.9%
2,685
+0.9%
0.09%
-4.1%
Q1 2023$506,896
+2.8%
2,661
-1.5%
0.10%
-6.7%
Q4 2022$493,238
+6.5%
2,701
-8.1%
0.10%0.0%
Q3 2022$463,000
-12.1%
2,940
+4.7%
0.10%
+13.0%
Q3 2021$527,000
-1.5%
2,807
+3.1%
0.09%
-2.1%
Q2 2021$535,000
-1.1%
2,722
-4.8%
0.09%
-8.7%
Q1 2021$541,000
-11.7%
2,860
-20.6%
0.10%
-15.6%
Q4 2020$613,000
+24.3%
3,604
+5.8%
0.12%
+8.0%
Q3 2020$493,000
-25.3%
3,405
-33.0%
0.11%
-30.2%
Q2 2020$660,000
+61.0%
5,079
+36.6%
0.16%
+28.6%
Q1 2020$410,000
-51.2%
3,719
-31.9%
0.13%
-33.7%
Q4 2019$841,000
-28.7%
5,462
-32.5%
0.19%
-27.2%
Q2 2019$1,180,000
+31.0%
8,093
+26.3%
0.26%
+33.2%
Q1 2019$901,000
+321.0%
6,409
+260.1%
0.20%
+122.7%
Q4 2018$214,000
-85.5%
1,780
-83.6%
0.09%
-81.3%
Q2 2018$1,479,000
+8.8%
10,844
+8.7%
0.47%
+17.5%
Q1 2018$1,360,000
+41.5%
9,980
+47.9%
0.40%
+80.6%
Q4 2017$961,000
+14.4%
6,749
+7.9%
0.22%
-18.7%
Q3 2017$840,000
-16.3%
6,255
-19.9%
0.27%
-1.1%
Q2 2017$1,004,000
+371.4%
7,805
+293.8%
0.28%
+17.9%
Q1 2015$213,000
+45.9%
1,982
+37.7%
0.23%
+68.3%
Q3 2014$146,000
-2.0%
1,439
+1.0%
0.14%
+7.8%
Q2 2014$149,000
-18.1%
1,425
-21.1%
0.13%
-17.3%
Q1 2014$182,000
-13.7%
1,807
-14.5%
0.16%
+2.6%
Q4 2013$211,0002,1140.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2014
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 58,317$5,892,0004.36%
FUKOKU MUTUAL LIFE INSURANCE Co 106,900$10,800,0001.83%
Archford Capital Strategies, LLC 34,857$3,522,0001.60%
RAND WEALTH, LLC 89,444$9,036,0001.28%
CHATHAM CAPITAL GROUP, INC. 24,596$2,485,0000.80%
DUBUQUE BANK & TRUST CO 35,713$3,608,0000.76%
TRAIN BABCOCK ADVISORS LLC 19,350$1,955,0000.75%
Madden Advisory Services, Inc. 10,724$1,083,0000.71%
Hefty Wealth Partners 7,129$720,0000.69%
ASPIRIANT HOLDINGS S3, LLC 9,393$949,0000.41%
View complete list of VANGUARD WORLD FDS shareholders